1Under List of assets, you can view a summary of all asset item.
Things to remember
When a document is annexed, you will see the icon to the left of the item.
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2Click on the Asset item hyperlink, to display the Asset item definition screen.
3Under Attached documents, you have the option to add a document. Click here for the procedure, or continue to the next step.
a)Click on Add.
b)In the File to add window, click on Search, select your file, enter the description and click on OK.
c)Under Category, select the follow-up category, if applicable. Note that the ‘’Confidential’’ category is only available if you have access rights. |
For more information, please refer to Attached documents management.
Things to remember
▪The maximum size accepted for a document is 10 MB. The business has access to unlimited storage space.
▪To view an attached document, click on the description’s hyperlink.
▪To modify the category, select the new category from the drop-down menu under Category.
▪Delete a document by clicking on the icon.
▪If you have access to Attached documents, the Attached documents summary screen displays all of an employee's attached documents, regardless of the function used (Training, Performance review, Work injuries, etc.) (Human resources > Attached documents summary). See Viewing summary of attached documents. |
4To modify an Asset management, enter the necessary information. For information on how to do this, refer to Creating an asset management.
5Click on Save.
6Click on to return to the list of Asset management. |